Webhuk Documentation

Webhuk uses a consistent user interface to present data and control elements to the user. Data is the business information stored in the back-end database that is displayed in the browser as per the u

This section talks about giving a particular Role; Permissions to various modules of the system.   The operation gives control over the User Access to various Webhuk Modules   Note: a&nb

  The Tradeboard also allows you to track Aging Quotations, Order & Payments with ease.   Each quotation, order & payment that has been raised either for sales

  Once the vendor fills in details into the quotation and sends the same for approval, the status of the same will show on the Tradeboard.     To Convert Purchase Quotations

  Webhuk is equipped with the Webhuk Tradeboard which is specifically developed specifically for the trading businesses. The Webhuk Tradeboard is a one-stop-shop / one-stop-board

1. A New Callsheet when added to a Sales Funnel needs you to input follow up dates for this particular Callsheet.   2. Webhuk's database system automatically relates a parti

  Sales Funnel Events are all the events that are associated with a typical Sales Funnel.   Webhuk comes preloaded with a bunch of Events. To get to Sales Funnel Events   1. Mouse-

  To edit a Callsheet   1. Mouse-Over on the Sales Menu 2. Select All Callsheet, the next window lists all the Callsheets in the system 3. On the row of the selected Callsheet

  A Callsheet is the record of the type of calls that have been made to the customer for this opportunity.  1. Mouse-Over on Sales Menu 2. Select New Callsheet from the dro

  1. Mouse-Over on Sales Menu 2. From the drop down select Recent Sales Funnel and from the right hand pop-up the name of  the Funnel which is to be edited 3. Or, select All Sales Fu